Introductionimport { Callout } from ‘nextra/components’
Select Rows and Use Actions
Goal: Select table rows and use the actions that apply to selected records.
Before you start
- Open a table that allows row selection.
- Make sure you have permission to perform the action you need.
Select rows
Some tables allow you to select one or more rows with checkboxes. Selection is used when an action can be applied to selected records.
If a table does not show checkboxes, it may not support selected-row actions.
[PLACEHOLDER: screenshot - a Purchase Requests, Orders, or PMS Tasks table with selected rows and an enabled toolbar action]
Use toolbar actions
Depending on the table, selected-row actions may include deleting records, creating the next document in a workflow, choosing a supplier, applying the best offer, receiving order items, changing status, adding items to a cart, or another module-specific action.
If an action is disabled, check whether you have selected the required number of rows. Some actions need one selected row, while others can work with several rows.
Understand missing actions
The actions you see depend on the module, the selected yacht, the selected rows, the current state of those rows, and your permissions.
If you expect an action but do not see it, use Missing or Disabled Actions to check the most common causes.
Result
The selected rows are ready for the action you need, or the action is completed according to the workflow of that module.